Berkshire Hathaway’s share price recently hit a new high, but its Google holdings are sitting on an unrealized loss of $3 billion 🐻📉
Alphabet has fallen more than 24% since June, leaving Berkshire with an estimated $3 billion in unrealized losses on its stake. That doesn’t look great on successor Greg Abel’s report card.
However, Buffett has made it clear that buying Alphabet was his decision.
Abel’s next test is whether to keep holding, buy more on the dip, or adjust the portfolio. Still, insurance and railroads remain the core of the business, and at the end of the second quarter, Berkshire had $365.5 billion in cash and related liquid assets—enough to keep buying when others are rushing to sell. #谷歌 #巴菲特 #美股一夜蒸发超2万亿，多家对冲基金面临清算
Alphabet has fallen more than 24% since June, leaving Berkshire with an estimated $3 billion in unrealized losses on its stake. That doesn’t look great on successor Greg Abel’s report card.
However, Buffett has made it clear that buying Alphabet was his decision.
Abel’s next test is whether to keep holding, buy more on the dip, or adjust the portfolio. Still, insurance and railroads remain the core of the business, and at the end of the second quarter, Berkshire had $365.5 billion in cash and related liquid assets—enough to keep buying when others are rushing to sell. #谷歌 #巴菲特 #美股一夜蒸发超2万亿，多家对冲基金面临清算
